Integrate Zoho SalesIQ to your website/blog and convert website visitors to customers. Initiate proactive chat with visitors, engage effectively and close more deals.
Monitor visitors real time and gain more insights about their location, source, referrer, time spent on website,and previous conversations. Set rules and reach out to targeted prospects who land on a certain pages or perform a specific action.
See your website visitors in your dashboard, tracked and categorized as per your customization. Visit the "Tracking" tab in your operator console to view your visitors on site.
Each visitor is tracked individually. Once the visitor visits your website, visitor country flag will be displayed in the priority circle with a tool tip over it. Your visitors are pulled into the priority circle based on your priority customization. The star shaped images displayed are the visitors yet to be moved into the priority circle. These visitors will be moved into the priority circle once your conditions, configured in the ‘customize’ are met.
The visitor country flag and the tool tip over it provides the basic information about the visitor, before initiating a chat.
A click over the visitor will display the chat window to trigger proactive chat. This window also provides an insite on visitors page navigation and advanced visitor information categorized within the tiles.
The first tile displays the information about the visitor availability and the current action of the visitor in the website.
The colour line displayed in the top of the tile represents the availability of the visitor in the website.
The tile also provides an insight on current action of the visitor in the website.
The second tile displays the total time spent by the visitor in the website.
The third tile provides information about total number of chats, number of visits and last visit time by the visitor in the website.
Note : A click on the chat count will display all the previous chats with the visitor.
The fourth tile provides an information about the visitor location (State, City) and the IP address.
The tile next to the location provides an insight, as to where the visitor have landed in the website on his first instance. Clicking the link will open the page in a separate tab.
The last tile provides an information about your website referrer to your visitor.
On the right, you can find the information about the pages navigated by the visitor on your website in real time. The navigation area provides information about the visitors page navigation, Time spent on each page with the page visit time and visitor chats if any. Above the visitor navigation area you can find the Last chat attender of the visitor and the current availability of the agent.
On the top of the tiles you can find other visitor information such us Visitor Country, Browser and the Operating System.
You can also see the Visitor name on availability, if not Zoho SalesIQ provides a unique reference generated to the visitor. The star symbol displayed on the top right corner of the name indicates as the visitor is repeated to your website.
A click over the visitor, will display the proactive chat window to initiate a chat.
You just have to type your question and hit "enter" in the text box provided below or click “Start Chat” to initiate a chat with the visitor.
A click over the visitor will display a proactive chat window to initiate a chat. You just have to type your question and hit "enter" in the text box provided below. This will popup a button with the department drop down, selecting the required department will initiate a chat to your website visitor.
Zoho SalesIQ allows the agents to use canned messages for initiating a chat. Just type "#" followed by your text in the proactive chat window and see the system suggests canned messages for the text you type. Hit "enter" to select or press "Esc" to ignore the system suggestion.
Not all your website visitor might reply to your chat. There might be instances for a visitor to go offline or close the browser after initiating a proactive chat. The proactive chat window displays a message “Visitor has left your website” to the agent, with the greyed out button when a visitor is offline.
On receiving a reply from a visitor, the proactive chat window displays a message “Visitor has replied to this chat” with a continue button. A click on the “continue” button will open the chat tab to respond back.
There are instances for a visitor to initiate a chat, while they have been tracked in. The proactive chat window displays a “pick up” button, while the visitor action in tile changes to "Waiting". A click on the "pick up" button will open the chat tab ensuring the visitor chat is attended.
Visitor tracking in Zoho SalesIQ provides four different priority circles to ensure the visitors are targeted as per your priority in the dashboard. The innermost priority circle can be fixed with the visitors of most priority and followed by the least in the outer circle or vise versa or based on your need.
Website visitors can be prioritized by the agents in their dashboard. Zoho SalesIQ allows the agents to target the visitors in the priority circles as per need. Hover over "customize" in the agents tracking operator console and click "customize" to get the window for customize tracking.
Note: Follow the steps can used to customize all the four priority circle.
Tracking allows the agents to modify and set their predefined conditions for prioritizing the visitors into their dashboard.
The below conditions are available for agents to customise the priority circle in their dashboard.
Browser used by the visitor in the website.
(Values : Apple Safari, Google Chrome, Microsoft Internet Explorer, Mozilla Firefox, Opera, Unknown)
|Country||Country of the visitor accessing the website.|
|Current page||URL of the page where the visitor is accessing.|
|Current page title||Title of the page where the visitor is accessing.|
|CRM Contact||Contact information of your website visitors in Zoho CRM, Click to know more.|
|CRM Lead||Lead information of your website visitors in Zoho CRM. Click to know more.|
|CRM Potential||Potential value of your website visitors in Zoho CRM. Click to know more.|
|Campaign Source||UTM used to identify a search engine, newsletter name, or other source.|
|Campaign Medium||UTM used to identify a medium such as email or cost-per- click.|
|Campaign Term||UTM used for paid search eg: keywords for the ad.|
|Campaign Content||UTM used for testing and content-targeted ads.|
|Campaign Name||UTM used for keyword analysis to identify a specific product promotion or strategic campaign.|
|Department||Department in the chat widget of the website.|
|IP address||IP address of the visitor visiting the website.|
|Landing page||URL of the page where the visitor have landed in the website.|
|Landing page title||Title of the page where the visitor landed in the website.|
|Number of past chats||Count on number of past chats with the visitor.|
|Number of URLs accessed||Count on number of URLs visited by the visitor.|
|Number of visits||Count on number of visit by the visitor in the website.|
|Operating System|| |
Operating system used by the visitor.
(Values : Android, Apple iPhone, Apple iPod, Apple Macintosh, Blackberry, Kindle, Linux, Microsoft Windows, Motorola, Nintendo, Nokia, PlayStation, Sun Solaris, Symbian, Web OS)
|Referrer||Source from where the visitor is referred from.|
Region of the visitor in the website.
(Values : Asia Pacific, Canada, Europe the Middle East and Africa, North America, South America, United Kingdom)
|Search engine|| |
Search engine used by the visitor.
(Values : Baidu, Bing, Google, Inktomi, Teoma, WebCrawler)
|State||State of the visitor accessing the website.|
|System status|| |
Status provided by the system for the visitor.
(Values : Accessed, Chat Completed, Clicked, Contacted, Custom, Missed, Responded, Triggered, Triggered Replied, Waiting)
|Time since last action||Time since last action performed by the visitor in the website.|
|Time on site||Time spent by the visitor in the website.|
|Visitor availability||Visitors availability in the website.|
|Visitor Type|| |
The type of visitor in your website.
(Values : All, New, Returning)
|Web Embed||Embed in the website where he visitor is accessing.|
|Advanced||To set two or more conditions.|
|City||City from where the visitor is accessing the website.|
|Visitor Type in CRM|| |
Category of the visitor in CRM.
(Values: Contact, Customer, Lead, Not Available, Prospect)
|Triggered Status|| |
Set criteria based on the trigger status, whether the trigger is invoked or not.
(Values: Invoked, Not Invoked)
|Previous Page|| |
URL of an important page, where you like to be intimated if the visitor leaves that page and moves to another page.
Tracking allows you to define a criteria for the set conditions. It enhances the customization of filtering the website visitors and prioritizing them more precisely.
Once the condition are defined you can provide a value for the set condition. A click on “enter a value ” will provide you a list of values available in Zoho SalesIQ or you can input it manually. You can add multiple values to these fields by adding a comma at the end of each value.
Zoho SalesIQ tracking also provides four different default presets for easy and quick customization
Tracking also allows you to hide the visitors, connected to other agents through live chat. To ensure this make sure you enable the check box in the bottom of the customization window.
You can personalize the sound setting for tracking, when a visitor visits the website and leaves out.
The Tracking reports section in the Reports module, is a robust dashboard that gives you a feel about everything in the entire live chat tracking operations.
You can enter the Tracking Reports module, by clicking “Reports tab” on the left side of your agent operator console followed by a click on the “Tracking” tab.
The tracking summary line graph displays the overall summary about the visitor tracking in your website.
Note: But you are not limited to viewing reports only for today, and it is easy to change the range of the report.
The tracking analysis report lets you view the average number of pages visited by a visitor and the average time spent by the visitor in a page.
In the final report section you can view the visitors website activity with the aggregate count. In this view, you can visualize your site visitor activity across the selected time frame.
Visits - The total number of visits to your website during the set date range.
Unique visitors – Unique visitors refers to the number of unique individuals that visited your website with the aggregate percentage.
Contacted - Count on number of proactive triggers initiated by the agent.
Responded - Count on chats replied by the visitor on proactive chat triggers with the aggregate percentage.
Avg Time Spent - The average time spent by the visitors in your site.
Avg Page Visited – Average number of pages visited by the visitors.
Total Page Views – Count on total number of pages viewed.
Total Visitor – Count on number of visitors.
Tracking can be disabled in web embed settings. Follow the below steps to get your tracking disabled.
Note: The same can be followed to enable tracking. Tracking is available only in float chat widget.